Set Up and Maintain Your Salesforce Organization Manage Installed Packages
•
You can’t uninstall a package if a field added by the package is being updated by a background job, such as an update to a roll-up summary field. Wait until the background job finishes, and try again.
•
Uninstall export files contain custom app data for your package, excluding some components, such as documents and formula field values.
Manage Installed Packages
Manage packages installed in your Salesforce org, including assigning licenses to users, uninstalling packages, and exporting package data.
EDITIONS
Note: Salesforce only lists license information for managed packages. For unmanaged packages, the license-related fields, such as Allowed Licenses, Used Licenses, and Expiration
Date, displays the value “N/A.”
Using this list, you can:
•
Click Uninstall to remove the package and all its components from your Salesforce organization.
•
Click Manage Licenses to assign available licenses to users in your organization. You can’t assign licenses in Lightning Experience. If you need to assign a license, switch to Salesforce
Classic.
Note: If you purchased a site license or if the managed package is not licensed, Salesforce assigns licenses to all your users and you can’t manage licenses. Your users can use the package as long as they have the appropriate permissions.
•
Click Configure if the publisher has included a link to an external website with information about configuring the package.
•
Click the package name to view details about this package.
•
View the publisher of the package.
•
View the status of the licenses for this package. Available values include:
–
Trial
–
Active
–
Suspended
–
Expired
–
Free
This field is only displayed if the package is managed and licensed.
Available in: both Salesforce
Classic and Lightning
Experience
Available in: Group,
Professional, Enterprise,
Performance, Unlimited, and Developer Editions
USER PERMISSIONS
To uninstall packages:
•
Download AppExchange
Packages
To assign licenses for a managed package:
•
Manage Package
Licenses
To download or delete the export file for an uninstalled package:
•
Download AppExchange
Packages
•
Track the number of licenses available (
Allowed Licenses
) and the number of licenses that are assigned to users (
Used
Licenses
).
•
View the date your licenses for this package are scheduled to expire.
•
View the date your licenses were installed.
•
View the number of custom apps, tabs, and objects this package contains.
•
See whether the custom apps, tabs, and objects count toward your organization’s limits. If they do, the box in the
Limits
column is checked.
Note: If you have not installed a licensed managed package, the
Publisher
,
Status
,
Allowed Licenses
,
Used
Licenses
, and
Expiration Date
fields do not appear.
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Set Up and Maintain Your Salesforce Organization Manage Installed Packages
After an uninstall, Salesforce automatically creates an export file containing the package data, as well as any associated notes and attachments. When the uninstall is complete, Salesforce sends an email containing a link to the export file to the user performing the uninstall. The export file and related notes and attachments are listed below the list of installed packages. We recommend storing the file elsewhere because it’s only available for a limited period of time after the uninstall completes. Using this list, you can:
•
Click Download to open or store the export file.
•
Click Del to delete the export file.
Expired Managed Packages and Sharing Rules
If a criteria-based sharing rule references a field from a licensed managed package whose license has expired,
(expired)
is appended to the label of the field. The field label is displayed in the field drop-down list on the rule’s definition page in Setup.
Criteria-based sharing rules that reference expired fields aren't recalculated, and new records aren't shared based on those rules.
However, the sharing of existing records prior to the package's expiration is preserved.
SEE ALSO:
View Installed Package Details
Importing Package Data
View Installed Package Details
View key details about a package installed from the AppExchange, such as the number of custom apps, tabs, and objects it uses. You can also assign licenses to users, uninstall the package, and purchase the package.
To access the package detail page, from Setup, enter
Installed Packages
in the
Quick
Find
box, select Installed Packages, and then click the name of the package that you want to view.
From this page, you can:
•
Click Uninstall to remove the package and all its components from your Salesforce organization.
•
Click Manage Licenses to assign available licenses to users in your organization. You can’t assign licenses in Lightning Experience. If you need to assign a license, switch to Salesforce
Classic.
Note: If you purchased a site license or if the managed package is not licensed, Salesforce assigns licenses to all your users and you can’t manage licenses. Your users can use the package as long as they have the appropriate permissions.
•
Optionally, click View Dependencies and review a list of components that rely on other components, permissions, or preferences within the package.
Viewing Installed Packages
The installed package page lists the following package attributes (in alphabetical order):
Attribute
Action
Description
Can be one of two options:
• Uninstall
• Manage Licenses
EDITIONS
Available in: both Salesforce
Classic and Lightning
Experience
Available in: Group,
Professional, Enterprise,
Performance, Unlimited, and Developer Editions
USER PERMISSIONS
To uninstall packages:
•
Download AppExchange
Packages
To manage user licenses for an AppExchange package:
•
Manage Package
Licenses
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Set Up and Maintain Your Salesforce Organization
Attribute
Allowed Licenses
Apps
Connected Apps
Description
Expiration Date
Installed Date
Limits
Namespace
Objects
Package Name
Publisher
Status
Tabs
Used Licenses
Version Name
915
Manage Installed Packages
Description
The total number of licenses you purchased for this package. The value is “Unlimited” if you have a site license for this package. This field is only displayed if the package is managed and licensed.
The number of custom apps in the package.
A list of the connected apps that can have access to a user's
Salesforce data after the user and the application have been verified.
A detailed description of the package.
The date that this license expires, based on your terms and conditions. The expiration date is “Does Not Expire” if the package never expires.This field is only displayed if the package is managed and licensed.
The date of the package installation.
If checked, the package’s custom apps, tabs, and objects count toward your organization’s limits.
The 1- to 15-character alphanumeric identifier that distinguishes a package and its contents from packages of other developers on
AppExchange.
The number of custom objects in the package.
The name of the package, given by the publisher.
The publisher of an AppExchange listing is the Salesforce user or organization that published the listing. This field is only displayed if the package is managed and licensed.
The state of a package. Available values include:
•
Trial
•
Active
•
Suspended
•
Expired
•
Free
This field is only displayed if the package is managed and licensed.
The number of custom tabs in the package.
The total number of licenses that are already assigned to users.
This field is only displayed if the package is managed and licensed.
The version name for this package version. The version name is the marketing name for a specific release of a package. It is more descriptive than the
Version Number
.
Set Up and Maintain Your Salesforce Organization Manage Installed Packages
Viewing Installed Package Details
The installed package detail page lists the following package attributes (in alphabetical order):
Attribute
Apps
Description
First Installed Version Number
Installed By
Limits
Modified By
Namespace
Objects
Package Name
Package Type
Post Install Instructions
Publisher
Release Notes
Tabs
Version Name
Version Number
Description
The number of custom apps in the package.
A detailed description of the package.
The first installed version of the package in your organization. This field is only displayed for managed packages. You can reference this version and any subsequent package versions that you have installed. If you ever report an issue with a managed package, include the version number in this field when communicating with the publisher.
The name of the user that installed this package in your organization.
If checked, the package’s custom apps, tabs, and objects count toward your organization’s limits.
The name of the last user to modify this package, including the date and time.
The 1- to 15-character alphanumeric identifier that distinguishes a package and its contents from packages of other developers on
AppExchange.
The number of custom objects in the package.
The name of the package, given by the publisher.
Indicates whether the package is managed or unmanaged.
A link to information on configuring the package after it’s installed.
As a best practice, the link points to an external URL, so you can update the information independently of the package.
The publisher of an AppExchange listing is the Salesforce user or organization that published the listing. This field is only displayed if the package is managed and licensed.
A link to release notes for the package. As a best practice, link to an external URL, so you can make the information available before the release and update it independently of the package.
The number of custom tabs in the package.
The version name for this package version. The version name is the marketing name for a specific release of a package. It is more descriptive than the
Version Number
.
The version number for the latest installed package version. The format is
majorNumber.minorNumber.patchNumber
,
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Set Up and Maintain Your Salesforce Organization Manage Installed Packages
Attribute Description
such as 2.1.3. The version number represents a release of a package.
The
Version Name
is a more descriptive name for the release.
The patchNumber
is generated only when you create a patch.
If there is no patchNumber
, it is assumed to be zero (0).
Unused Components
You can see a list of components deleted by the developer in the current version of the package. If this field is part of a managed package, it’s no longer in use and is safe to delete unless you’ve used it in custom integrations. Before deleting a custom field, you can keep a record of the data from Setup by entering
Data Export
in the
Quick Find
box, then selecting Data Export. After you've deleted an unused component, it appears in this list for 15 days. During that time, you can either undelete it to restore the field and all data stored in it, or delete the field permanently. When you undelete a field, some properties on the field are lost or changed. After 15 days, the field and its data are permanently deleted.
The following component information is displayed (in alphabetical order):
Attribute
Action
Name
Parent Object
Type
Description
Can be one of two options:
• Undelete
• Delete
Displays the name of the component.
Displays the name of the parent object a component is associated with. For example, a custom object is the parent of a custom field.
Displays the type of the component.
Package Components
You can see a list of the components included in the installed package. The following component information is displayed (in alphabetical order):
Attribute
Action
Name
Parent Object
Description
Can be one of two options:
• Undelete
• Delete
Displays the name of the component.
Displays the name of the parent object a component is associated with. For example, a custom object is the parent of a custom field.
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Set Up and Maintain Your Salesforce Organization Manage Installed Packages
Attribute
Type
Description
Displays the type of the component.
SEE ALSO:
Importing Package Data
Manage Installed Packages
Importing Package Data
When you uninstall an AppExchange package, Salesforce automatically creates an export file containing the package data as well as any associated notes and attachments. If you choose to install the package again, you can import this data.
To import your AppExchange package data, use one of the following tools that is available for your
Edition:
•
For Group Edition, use the appropriate import wizard.
•
For Professional Edition, use the appropriate import wizard or any compatible Salesforce ISV
Partner integration tool.
•
For Enterprise, Developer, Performance, and Unlimited Edition, use the Data Loader.
EDITIONS
Available in: both Salesforce
Classic and Lightning
Experience
Available in: Group,
Professional, Enterprise,
Performance, Unlimited, and Developer Editions
USER PERMISSIONS
Notes on Importing AppExchange Package Data
•
•
Salesforce converts date fields into date/time fields upon export. Convert the appropriate fields into date fields before you import.
Salesforce exports all date/time fields in Greenwich Mean Time (GMT). Before importing these fields, convert them to the appropriate time zone.
•
The value of auto number fields may be different when you import. To retain the old values, create a new custom auto number field on a custom object before importing the data.
•
Salesforce updates system fields such as
Created Date
and
Last Modified Date when you import. To retain the old values for these fields, contact Salesforce support.
To import Force.com
AppExchange package data:
•
The permissions required to use the import tool you choose, such as the import wizard or Data Loader.
•
Relationships are not included in the export file. Recreate any master-detail or lookup relationships after importing your data.
•
Record type IDs are exported but not the record type name.
•
Field history is not exported.
•
Recreate any customizations that you made to the package after installation.
SEE ALSO:
View Installed Package Details
Manage Installed Packages
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